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Sales- Life Plan Counselor

Plymouth Harbor
Sarasota, FL Full Time
POSTED ON 1/28/2025 CLOSED ON 2/18/2025

What are the responsibilities and job description for the Sales- Life Plan Counselor position at Plymouth Harbor?

Do you want to work with a community that is growing? Are you naturally curious and genuinely interested in people? Do you find the life story of others fascinating? Are you looking for a sense of satisfaction knowing that you've helped someone? A position as a Life Plan Counselor under the sales and marketing team could be your perfect job! Let us get acquainted and explore the possibility.    Work Schedule - Monday-Friday, 8:30am – 5:00pm    Duties/Responsibilities   The Life Plan Counselor is accountable for all assigned Sales/Marketing activities on the Plymouth Harbor campus including, but not limited to, the following: Demonstrate knowledge of the retirement community industry on a national and state level, with special emphasis on the types of contracts/communities and their respective offerings. Working in a fast-paced expansion sales environment, conducting many appointments, phone calls, tours, and event assistance.  Demonstrate knowledge of the competition in the primary and secondary market areas. Demonstrate knowledge of all aspects of the Plymouth Harbor community, including, Independent Living (expansion and existing), Assisted Living, Health Care, Wellness Programs, Dining Services, Building & Grounds, and Environmental Services. Demonstrate knowledge of the policies and procedures of the Marketing & Community Affairs Department and Plymouth Harbor. Demonstrate proficiency in utilizing the Marketing information system (CRM). Utilize the Marketing information system (CRM) through the timely entry of prospective resident and referral information into the database. In-house training will be provided. Understand and utilize the selling cycle approach, which includes: Prospecting Pre-approach and approach techniques Building rapport On-site and in-home presentation and demonstration Addressing areas of concern Closing the sale Follow-up activities Personal professional development Generate leads through proactive prospecting techniques including: Resident referrals Referrals from prospective residents Professional referral development with businesses supporting our sales process (i.e., estate planners, move managers, realtors, and other like-minded organizations) Future Residency Program prospects Staff Friends Trustees Make in-home visits with prospective residents. Report results of activities addressed above weekly to the Vice President of Sales & Community Affairs. Demonstrate the ability to achieve the present sales goals, including current metrics on callouts, tours/meetings with leads, sales ratios, and other statistics compared to industry standards. Participate in the new resident eligibility process by gathering and developing the information required. Become familiar with all options and custom features offered by Plymouth Harbor for apartment renovation requests. Become familiar with the differences between the sales process for expansion and existing sales. Participate in cultivation/educational meetings and special events. Assist in the implementation of all elements of the Marketing Plan. Maintain timely communication with all prospects and future residents through multiple communication methods. Participate in sales training and self-improvement activities as directed by the Vice President of Sales & Community Affairs, including expansion sales training. Coordinate and assist with activities with all members of the Marketing & Community Affairs Department. Works on weekends, evenings, and special events as directed by the Vice President of Sales & Community Affairs. Attending regular sales meetings as directed by the Vice President of Sales & Community Affairs to discuss sales strategies, prospective resident status and follow-up, reporting, and evaluation. Attend and participate in workshops, seminars, and mandatory in-services as approved or required. Maintain work area, equipment, and supplies in a clean, sanitary, and organized manner. Ensure that work areas are neat and confidential materials are properly stored before leaving the area on breaks, at the end of a workday, etc. Work safely; complying at all times with Plymouth Harbor safety standards. Discharge properly such other responsibilities and duties as the Vice President of Sales & Community Affairs may direct.  Qualifications   Associate or bachelor's degree preferred, or equivalent experience. Minimum two years of sales experience, preferably in senior housing. Must have excellent organizational skills. Must be a detail-oriented person and able to perform duties with great accuracy on a daily basis. Must have excellent personal skills, demonstrating the ability to conduct oneself in a non-controversial style; a style that inspires the respect of others and promotes a sense of trust in the individual’s competence. Must have excellent communication skills, in speaking, writing, and listening. Must be proficient with Microsoft Office programs with emphasis on Word and Outlook, with the ability to learn and use other proprietary software as required.
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